ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,523,493 | +103.7% | 17,395 | +92.9% | 0.21% | +134.8% |
| Q2 2022 | $1,239,000 | -16.4% | 9,016 | -5.3% | 0.09% | +1.1% |
| Q1 2022 | $1,482,000 | +23.3% | 9,518 | +15.1% | 0.09% | -6.4% |
| Q3 2021 | $1,202,000 | +66.3% | 8,267 | +46.4% | 0.09% | -51.5% |
| Q4 2020 | $723,000 | -74.8% | 5,645 | -86.9% | 0.19% | -15.7% |
| Q4 2012 | $2,871,000 | +0.9% | 43,250 | 0.0% | 0.23% | +4.1% |
| Q3 2012 | $2,845,000 | +5.6% | 43,250 | 0.0% | 0.22% | +1.4% |
| Q2 2012 | $2,694,000 | -14.9% | 43,250 | -11.3% | 0.22% | -11.7% |
| Q1 2012 | $3,165,000 | -29.6% | 48,750 | -37.3% | 0.25% | -37.3% |
| Q4 2011 | $4,496,000 | +60.7% | 77,750 | +43.3% | 0.39% | +194.0% |
| Q3 2011 | $2,798,000 | +32.7% | 54,250 | +59.6% | 0.13% | +36.7% |
| Q2 2011 | $2,108,000 | -24.3% | 34,000 | -22.7% | 0.10% | -56.4% |
| Q1 2011 | $2,786,000 | – | 44,000 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |